See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,489 | $133,958-7.8% | $112,228+10.0% | $134,475-8.2% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | 11.83% | 47.11%-35.3pp | 27.45%-15.6pp | 417.96%-406.1pp |
| Employer contribution / active EE | $3,551 | $4,038-12.1% | $3,635-2.3% | $4,740-25.1% |
| Participant deferral / active EE | $7,199 | $5,291+36.1% | $4,728+52.3% | $6,400+12.5% |
| Admin fee / account holder | $2,057 | $7,489-72.5% | $6,410-67.9% | $11,426-82.0% |